Consensus Shifts
When a group of banks moves the same forecast the same direction, this is what changed and why — which firms, which way, and the reasons they cited. Detected daily across FX, oil, and gold.
The Tape — live bank moves →Active
Recent & archive
USDJPY
▲ Bullish
2 banks turn USDJPY bullish over ~2 weeks on strong US jobs data and hawkish Fed risk
2 firms+0.49% consensus
Strong US payrolls beat · 1Hawkish shift in Fed policy risks · 1
GBPUSD
▼ Bearish
Two banks turn bearish on GBPUSD over two weeks as strong US jobs data fuels hawkish Fed repricing
2 firms-0.59% consensus
Strong US payrolls shift Fed risks hawkish, lifting USD · 1
FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.